- Involved in all investment aspects of the Wells Fargo Small Cap Value Fund, overseeing 40% of $800M in portfolio assets. Primary coverage included the technology, energy/renewables, healthcare, and consumer subsectors.- Instrumental in the fund’s top quartile performance over the last 3-year period, and since the product’s inception, generating strong relative returns in 10 of last 15 years.- Key contributor to the fund’s recent turnaround, generating annualized 3-year alpha of 285bps for the Small Cap Value Fund, a product which outperformed the benchmark in 7 of the last 10 quarters.- Achieved consistent returns within the Technology and Energy sectors, resulting in relative outperformance in 4 of the last 5 years, including alpha generation of over 500bps in 2017.- Promoted from Sr Analyst to Co-PM in 2011; expanded to a more prominent role in 2016 following a PM transition.- Ranked as one of the top new idea generators, employing a bottoms-up fundamental research approach to uncover investment opportunities, focusing on companies at a key inflection point with a catalyst in place for upside.- Effectively communicated Wells Capital’s investment philosophy and products to institutional clients & consultants.- Successful at raising capital, including securing $35M from a Fortune 500 company while serving as the sole representative from the investment team during the final rounds of the process.

- Provided stock recommendations directly to Mario Gabelli, Chief Investment Officer.- Utilized a Graham & Dodd investment approach to value investing with a focus on a company’s intrinsic value.- Responsible for covering small and mid-cap technology companies with an emphasis on those with a strong balance sheet, proven business plan, and promising cash flow prospects.